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Adding a Client on SwiftCase
Getting Started | 18 hours ago

Adding a Client on SwiftCase

This guide will outline how to add Clients to your SwiftCase system. Learn how to add your Clients to your system to document all the Organisations your business deals with!

How to add a Document Upload action
Forms And Actions | a day ago

How to add a Document Upload action

Guide on how to add a Document Upload action to a Status.

How to add a List Child Task action
Forms And Actions | a day ago

How to add a List Child Task action

Guide on how to add a 'List Child Task' action to a Status.

How to add a Previous Task Search
Forms And Actions | a day ago

How to add a Previous Task Search

Guide on how to add a Previous Task Search to a Status.

How to add a Document Generation Button
Forms And Actions | a day ago

How to add a Document Generation Button

Guide on how to add a Document Generation Button to a Status.

How to add a Flag Button
Forms And Actions | a day ago

How to add a Flag Button

Guide on how to add a Flag Button to a Status.

Create Child Task
Forms And Actions | a day ago

Create Child Task

Guide on how to add a Create Child Task within a Status.

How to add a Create Reminder box
Forms And Actions | a day ago

How to add a Create Reminder box

Guide on how to add a Create Reminder box to a Status.

How to add a Compose Email box
Forms And Actions | a day ago

How to add a Compose Email box

Guide on how to add a Compose Email box to a Status.

How to add a Note
Forms And Actions | a day ago

How to add a Note

Guide on how to add a Note to a Status.

How to add a Content Box
Forms And Actions | a day ago

How to add a Content Box

Guide on how to add a Content Box to a Status.

How to add a Note Button
Forms And Actions | a day ago

How to add a Note Button

Guide on how to add a Note Button to a Status.